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Shopify integration by Xero

By Xero
3.09 out of 5 stars
Free 30 day trial available
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Connect your Shopify store to your Xero account for easy management of your ecommerce business finances. Shopify integration by Xero supports your accounting and reporting needs, but does not provide the detailed sales tax information required for sales tax filing.
Rated
3.1
out of 5
Reviewed by
107
Xero users
Try this app
Free 30 day
trial available
Listed for
2 years
November 2021

Overview

Combine Shopify with Xero’s powerful accounting software for a better view of your online store sales and cash flow.

This integration automatically syncs a summary of your Shopify sales transactions with Xero at the end of each day, giving you an accurate view of cash flow and business performance.

  • Get daily summaries of Shopify sales orders for each payment gateway in Xero for easy reconciliation
  • Easily view Shopify payments and PayPal transaction fees
  • Have an up-to-date view of cash flow and business performance

Features

  • Automatically syncs a daily summary of your Shopify sales transactions to Xero
  • Shows sales, discounts, shipping costs, refunds, gift card payments, and fees across all invoices
  • Tracks pending sales from Shopify payments and PayPal by adding a clearing account
  • Transfers processed sales from Shopify payments and PayPal into a nominated bank account for easier reconciliation
  • Option to Import up to 90 days of previous Shopify sales transactions (only available with Xero Standard or Premium plans)

Pricing & packaging

There is a monthly charge to connect your Xero and Shopify accounts in Australia, New Zealand and the United Kingdom, in addition to Shopify and Xero monthly subscription charges. It’s free to connect Xero and Shopify in all other regions. Pricing is as follows, in local currency: NZ: $20 per month (exc. GST), AU: $20 per month (exc. GST), UK: £10 per month (exc. VAT), USA/CA/SG/ROW: free

Not supported in Shopify integration by Xero

Shopify integration by Xero imports a summary of sales and purchases into Xero but does not account for sales tax in the US. Sales tax data will need to be downloaded directly from Shopify for reporting and filing.

There are some things this integration doesn’t do. Check with your accountant or bookkeeper if you're unsure whether this integration will meet your needs.

  • Sales tax
  • Invoices for each Shopify sales transaction
  • Inventory and Cost of Goods Sold management
  • Connection of multiple Shopify stores to a Xero account
  • Shopify stores and Xero accounts with different currencies
  • Automatic tax filing in multiple tax jurisdictions
  • Invoices showing customer (payment) details

Shopify integration by Xero + Xero

Integrating Shopify with Xero significantly reduces time taken to manually move data between your business apps, and helps you reconcile payouts to give you visibility over fees and other costs or discounts.

Automate finance admin

Say goodbye to spreadsheets and simplify your Shopify accounting and bookkeeping with Xero.

  • Shopify sales transactions flow automatically to Xero each day
  • Reconcile transactions against bank data in a few clicks
  • No need to manually export Shopify sales and payment data for finance purposes

Get faster, more accurate data

No need to manually export your Shopify data for finance purposes. Xero will automatically show your Shopify sales on a daily basis, along with a breakdown of costs, enabling you to see how much profit you’ve made.

  • Reduce manual data entry and
  • Get visibility over Shopify payments and PayPal transaction fees

Track cash flow in one place

Get insights and see an overview of your business at a glance in the Xero dashboard. Xero automatically shows your Shopify sales and fees so you can track revenue and profit on a daily basis.

  • See a breakdown of costs and profits
  • Use Xero analytics and cash flow forecasts to inform decisions
  • Track business performance on the go with the mobile app

Reviews & ratings

3.1 out of 5 stars
107 Reviews

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Most recent reviews

CG
Clare Gregory
Posted 4 Jul 2024
4 out of 5 stars
Easy to set up. So far its been good with no major issues, however it could be more user friendly. Find it difficult to navigate.
DM
Dominic Morgan
Posted 26 Jun 2024
1 out of 5 stars

Frustrating and should be free

Quickbooks offers this free. I find xero connector really hard for reconciling paypal and afterpay - especially fees and refunds. It works well for base shopify transactions thougu.

Response from Shopify integration by Xero

Hi Dominic, Thanks for your feedback - we are pleased to hear the integration is working well for Shopify payments. We offer seamless reconciliation for PayPal in the same way as Shopify payments, so if you are having issues, please reach out to our customer support team at https://central.xero.com/s/contact-support - one of our friendly CX representatives can help you tweak your settings to get PayPal reconciling smoothly. Kind regards, Xero App Store Team
AS
Adam Shearer
Posted 26 Jun 2024
5 out of 5 stars

Very happy

Makes accounting much easier with this integration.

Response from Shopify integration by Xero

Thanks for the review Adam! We are so happy to hear the integration is making your Shopify accounting easier. If you ever need any support, please don't hesitate to reach out. All the best, Xero App Store Team

Additional info

Functions

Ecommerce

Industries

Retail

App details

By Xero
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact support

30 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.